Tag Archives: process

Six Steps for Overcoming Analysis Paralysis in Your Firm

This week’s post and linked full PDF are by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. A significant downside of taking a long time to analyze a challenge or opportunity is the possibility that we become paralyzed by over-analysis … Continue reading

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Four Cornerstones of Business Success: 3. Values

What Are the Core Company Values That Drive Your Business? Continuing with our “Four Cornerstones of Business Success” series, this article discusses the core company values that drive your business. At the heart of your business’ very being, values generate … Continue reading

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The Art of Referring: Introducing Qualified Professional Advisors

This week’s post and linked full article are by John W. Braine, Partner, CFO Edge, LLC. Los Angeles and Southern California professional advisors realize both the importance of referrals and that making referrals isn’t something that should be taken lightly. … Continue reading

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How to Help Your Clients Vet New Clients of Their Own

This week’s post and linked full article are by William K. Thorpe, Partner, CFO Edge, LLC. With the rebounding economy, many Los Angeles and Southern California businesses are bringing in new customers. But an important question needs to be asked: … Continue reading

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Should You Revisit Your Forecast as the End of the Quarter Approaches?

This week’s post and accompanying full article are by Randy Miller, Partner, CFO Edge, LLC. Approaching the end of Q1, many Los Angeles and Southern California executives may discover first-quarter results are either significantly less or more than what they … Continue reading

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Wholesaler & Manufacturer Challenges: Inventory Processes, Supply Chain Relationships & Distribution Networks (Part 3)

Continuing our discussion of challenges faced by wholesalers and manufacturers, this new article… Wholesaler & Manufacturer Challenges: Inventory Processes, Supply Chain Relationships & Distribution Networks (Part 3) …addresses a new set of challenges that — left unresolved — can erode margins and profits. … Continue reading

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How to Prepare a Business Loan Presentation

The immediate aftermath of the financial crisis produced a credit freeze that made it difficult for even creditworthy Los Angeles and Southern California companies to obtain business loans to support working capital needs and growth. As the economy has gradually … Continue reading

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Mergers & Acquisitions: Due Diligence & Your Advisory Team

In our last article, we looked at the potential benefits of growing your company through a merger with or acquisition of another business. A merger or acquisition may enable you to achieve rapid growth very quickly when compared with organic … Continue reading

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How to Properly Classify Your Workers

One of the biggest financial mistakes a company can make is to misclassify its workers. From your perspective, it might not be a big deal whether those who work for you are classified as employees or independent contractors. But the … Continue reading

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Merger and Acquisition (M&A) Integration

In today’s economy, mergers and acquisitions (M&A) can deliver exceptional value, if managed properly and efficiently. In most cases, the key to such success is a well-managed, thorough merger and acquisition integration process. However, this procedure can be fraught with … Continue reading

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